Long-term capital gains tax is applied to investments that have been held for over a year before being sold for a profit.

Selling stocks, property or other investments in less than a year? You may be subject to short-term capital gains tax — which is taxed as ordinary income based on your tax bracket. Knowing how this ...

Whether it’s real estate or the stock market, the common retirement strategy is to buy early and let the value of your home ...

Selling a second home can come with an unexpected tax burden. It doesn't matter if it's an inherited ramshackle cabin, a luxury vacation retreat, or even a rental investment, the IRS treats the sale ...

Now that 2024 has come to a close, investors are starting to think about 2025’s investments. However, to get a clear picture of how your investment strategy might play out, you need to know the ...

When advisors make changes to a client's portfolio, they can inadvertently trigger a tax event and it’s a common occurrence according to Erik Preus, group head of investment solutions at Envestnet.